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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1601
V Wealth Advisors
Kansas
$377K +$24K +322 +7%
RWM
1602
Ritholtz Wealth Management
New York
$375K -$7.44K -100 -2%
FLI
1603
Family Legacy Inc
South Carolina
$375K -$1.49K -20 -0.4%
PAM
1604
Premier Asset Management
Illinois
$375K – – –
CAAS
1605
Capital Asset Advisory Services
Michigan
$374K – – –
FA
1606
Financial Advisors
Massachusetts
$373K – – –
VHAM
1607
Van Hulzen Asset Management
California
$371K -$64.9K -872 -16%
GFS
1608
GYL Financial Synergies
Connecticut
$371K -$12.2K -164 -3%
FSA
1609
Franklin Street Advisors
North Carolina
$370K +$372 +5 +0.1%
MWPCG
1610
Measured Wealth Private Client Group
New Hampshire
$370K +$95K +1,277 +38%
AIS
1611
Accurate Investment Solutions
Pennsylvania
$369K -$7.44K -100 -2%
IAMOG
1612
Investors Asset Management of Georgia
Georgia
$369K – – –
LPWM
1613
Lake Point Wealth Management
Texas
$368K -$37.3K -501 -10%
WRM
1614
Weybosset Research & Management
Rhode Island
$368K – – –
BBI
1615
Baxter Bros Inc
Connecticut
$365K – – –
HF
1616
HRT Financial
New York
$364K +$130K +1,745 +62%
PBO
1617
Peoples Bank (Ohio)
Ohio
$363K +$22.5K +302 +7%
SWRP
1618
Summit Wealth & Retirement Planning
California
$362K +$337K +4,533 New
JCM
1619
Jacobi Capital Management
Pennsylvania
$361K -$2.75K -37 -0.8%
LFA
1620
Landmark Financial Advisors
Kentucky
$361K +$74 +1 +0%
AWA
1621
Arete Wealth Advisors
Illinois
$360K -$85.1K -1,144 -20%
ACM
1622
Aljian Capital Management
Nevada
$359K -$33.9K -455 -9%
LKIM
1623
Lawson Kroeker Investment Management
Nebraska
$359K – – –
FWM
1624
Fairhaven Wealth Management
Illinois
$357K – – –
AF
1625
Allworth Financial
California
$355K +$53K +712 +19%
63 64
65
66 67